American Financial Management

About American Financial Management

American Financial Management was founded in 2002, and since then has been in the business of helping clients address their financial challenges by using a total wealth management approach. We focus on each financial area individually, take into account the larger picture, and manage the areas collectively. This is one of the most important considerations in your overall financial success.

Our firm has over 65 years of experience in the financial industry by bringing together the expertise of President Gregory Cornelius, CFP and Senior Vice President William Padek. Greg’s history of over 25 years as a planner combined with Bill’s background as a representative for influential fund companies allow a comprehensive approach to looking at your portfolio and analyzing your goals.

Some of the areas we may address for you are:

College Planning

Retirement Planning

Estate Planning

Long-term Care

Mutual Funds

Strategic Asset Management

We have extensive experience in planning for the high-net worth individual, and truly take the time to get to know our clients. If this method of approaching your financial goals sounds appealing please spend some time exploring this site. We also welcome the opportunity to hear from you. If you have questions about your financial situation, please do not hesitate to call or email us.

American Financial Management is a separate entity from LPL Financial.